Diversification? The Last Free Lunch is Getting Leaner Diversification? The Last Free Lunch is Getting Leaner

500 names in an index isn’t offering broad diversification today. That’s why maintaining factor diversification is key to Vaughan Nelson’s Select approach.

  • May 19, 2022
Using Option Strategies to Help Manage Portfolio Volatility
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Using Option Strategies to Help Manage Portfolio Volatility

Learn how option strategies can help manage the volatility of equities and create a smoother ride.

  • May 10, 2022
Devils, Details, and Market Overhangs
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Devils, Details, and Market Overhangs

Portfolio Manager Jack Janasiewicz explains why the markets need clarity on three uncertainty overhangs before they can gain some traction.

Vaughan Nelson Select ETF Tapped by CFRA as a Fund in Focus Vaughan Nelson Select ETF Tapped by CFRA as a Fund in Focus

Researcher CFRA awards the Natixis Vaughan Nelson Select ETF (VNSE) with its 5-star rating, based on performance, reward potential and risk mitigation.

  • May 3, 2022
Sell the Angst, Buy the Tanks?
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Sell the Angst, Buy the Tanks?

Portfolio Manager Jack Janasiewicz discusses the stock market’s gain in March, yield curve relativity, the rate hike trajectory and inflation expectations.

Inflation Protection: An Equity-Centric View Inflation Protection: An Equity-Centric View

Historical analysis highlights which equity sectors and strategies fare best when inflation heats up.

Tax Management Update – Q1 2022 Tax Management Update – Q1 2022

Analysis of recent tax loss harvesting opportunities and overview of potential changes in tax legislation from the billionaire tax to SECURE 2.0.

Three Reasons to Stay Invested in Volatile Times Three Reasons to Stay Invested in Volatile Times

Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.

  • April 11, 2022
Equity Outlook: Get Ready for Volatility & Value Plays
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Equity Outlook: Get Ready for Volatility & Value Plays

Geopolitical, inflationary, and policy pressures may increase volatility in equity markets and value opportunities, says Chris Wallis, CEO, Vaughan Nelson.

Making Market Sense of Rates, Russia and Real Inflation
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Making Market Sense of Rates, Russia and Real Inflation

Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.

Inflationary Doom Loop?
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Inflationary Doom Loop?

Portfolio Manager Jack Janasiewicz discusses events that rattled markets in February, from rate hike expectations to fallout from the Russia/Ukraine crisis.

Customized Equity Portfolios Invest for Racial Equality Customized Equity Portfolios Invest for Racial Equality

Learn about our Racial Equity investment approach that uses direct indexing to focus on companies that promote diversity, equity and inclusion.

  • March 9, 2022
5 Allocation Trends in Model Portfolios – Winter 2022 5 Allocation Trends in Model Portfolios – Winter 2022

Allocations in advisors’ moderate models reflect disenchantment with growth stocks and growing concern about rising rates and inflation.

David Herro on Russia-Ukraine and International Investing David Herro on Russia-Ukraine and International Investing

As market volatility escalates in response to Russia’s invasion, international equity value expert David Herro of Harris Associates shares his perspectives.

Concentration and Active Management Distinguish US Equity ETF Concentration and Active Management Distinguish US Equity ETF

Q&A with Scott Weber, Co-Portfolio Manager of the Natixis Vaughan Nelson Select ETF (VNSE).

A Bout of Market Indigestion
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A Bout of Market Indigestion

Portfolio Manager Jack Janasiewicz provides context around January’s market swoon, the Fed’s anticipated rate hikes and the start of earnings season.

EQOP – Another First for Natixis EQOP – Another First for Natixis

EQOP combines two actively managed equity sleeves into one ETF portfolio, paving the way for others of its type.

Tax Management Update – Q4 2021 Tax Management Update – Q4 2021

While tax code changes remain uncertain, the strong fourth quarter bull market continued to limit opportunities for harvesting losses in portfolios.

Sharpe-Weighting: An Alternative Portfolio Construction Technique Sharpe-Weighting: An Alternative Portfolio Construction Technique

Weighting portfolio assets based on their Sharpe ratios may be a good alternative to mean-variance optimization to help optimize risk efficiency.

A Year in Review: Active ETF Growth, Performance & Trends A Year in Review: Active ETF Growth, Performance & Trends

Natixis’ ETF experts share encouraging development of active ETFs in 2021 as they gain exposure and momentum among investment professionals and consumers.

Peak Fed Hawkishness – and Beyond
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Peak Fed Hawkishness – and Beyond

Portfolio Manager Jack Janasiewicz discusses the December Fed meeting, living with Omicron, the power of earnings, and the new market highs at year end.

Portfolio Rebalancing in Uncertain Times Portfolio Rebalancing in Uncertain Times

Periodic rebalancing is necessary to maintain an investor’s target risk profile, but it’s important to understand the costs and benefits.

Stranger Things: Macro & Market Outlook 2022
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Stranger Things: Macro & Market Outlook 2022

Portfolio strategists offer a refreshingly different take on inflation, interest rates, valuations and the most recent comments from the Federal Reserve.

Equity Diversification for the Next Selloff
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Equity Diversification for the Next Selloff

With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?

Is the 60% Stocks / 40% Bonds Portfolio Really Dead? Is the 60% Stocks / 40% Bonds Portfolio Really Dead?

With interest rates more likely to rise than fall, investors may want to revisit their bond allocations with an eye toward risk.

Portfolio Defense: Value, Growth, or Neither? Portfolio Defense: Value, Growth, or Neither?

Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.

What’s Ahead for Global Stock Markets in 2022?
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What’s Ahead for Global Stock Markets in 2022?

Growth, a strong US dollar, commodities, and sector rotations are explored by Vaughan Nelson CEO and Portfolio Manager in this 2022 outlook.

Valuations and Fundamentals: A Historical Perspective Valuations and Fundamentals: A Historical Perspective

While P/E ratios are still close to their historic highs, equities remain attractive when adjusting for interest rates and a different fundamental backdrop.

November Sentiment Swing – Sell Now, Ask Questions Later
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November Sentiment Swing – Sell Now, Ask Questions Later

Portfolio Manager Jack Janasiewicz discusses November’s bearish turn in the market with just one month left in 2021.

Opportune Time to Revisit REITs Opportune Time to Revisit REITs

REITs can provide a diversified source of income, an inflation hedge and growth potential – but they are often missing from investor portfolios.

Have You Seen the Writing on the Wall of Worry: Outlook 2022 Have You Seen the Writing on the Wall of Worry: Outlook 2022

Growth catalysts, favorability of US equities, inflation’s path, and fixed income hurdles and highlights are explored by our investment experts.

Asset Allocator’s Guide to Equity Diversification Strategies Asset Allocator’s Guide to Equity Diversification Strategies

Investors concerned about offsetting equity risk may want to look beyond traditional assets like dividend-paying stocks, gold, and core fixed income funds.

From the Consultant’s Desk: Reframing the Growth vs. Value Debate
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From the Consultant’s Desk: Reframing the Growth vs. Value Debate

Our consultants explain why defensive and cyclical sectors may be a better way to diversify an equity portfolio than the traditional growth/value framework.

  • November 29, 2021
Concentrated Investing: The Wave of the Future? Concentrated Investing: The Wave of the Future?

Diversification is important, but the depth of research and strong convictions behind more concentrated portfolios can benefit investors.

Tactical Asset Allocation for Offense and Defense Tactical Asset Allocation for Offense and Defense

Tactical asset allocation strategies can add value and improve returns, but they can also be difficult to execute and evaluate. Here’s what to look for.

Direct Indexing: Understanding Potential Outcomes Direct Indexing: Understanding Potential Outcomes

While direct indexing offers tax planning and customization benefits, investors need to be comfortable with the potential for index tracking error.

Direct Indexing Allows Investors to Create Custom Portfolios Direct Indexing Allows Investors to Create Custom Portfolios

Direct indexing portfolios can be customized to maximize after-tax return, align with personal values, or pursue specific investment objectives.

Two Ways to Measure Tax Efficiency in Portfolios Two Ways to Measure Tax Efficiency in Portfolios

Quantifying a fund’s tax costs can be an important differentiator, but is much more difficult to assess than investment management or advisory fees.

Trick or Treat? October Reversal
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Trick or Treat? October Reversal

Portfolio Manager Jack Janasiewicz points out that September’s losses did not continue into October, thanks to a solid earnings season – and other fears may be overblown as well.

Portfolio Construction with ESG: Buy, Renovate or Build? Portfolio Construction with ESG: Buy, Renovate or Build?

Learn about three ways to create an investment portfolio with an ESG (environmental, social, governance) focus.

Target HNW Clients with Individualized Index Strategies Target HNW Clients with Individualized Index Strategies

The tax-efficiency and customization options available with direct indexing may be particularly attractive to high net worth investors.

Who Are the Builders of a Sustainable World? Who Are the Builders of a Sustainable World?

Jens Peers, CEO of Mirova US, explains his team’s approach to identifying opportunities and why sustainability is an important driver of outperformance.

2022 ETF Trends to Watch 2022 ETF Trends to Watch

Predictions for 2022 ETF trends, and a look back at how investor interest developed in 2021, are covered by Natixis’ ETF experts.

Using Factor Analysis to Build Better Portfolios Using Factor Analysis to Build Better Portfolios

Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.

Raise the ETF Tax Efficiency Bar with Direct Indexing Raise the ETF Tax Efficiency Bar with Direct Indexing

ETFs are more tax-efficient than mutual funds, but for tax-sensitive investors, direct indexing may be an even better solution.

Process Is Paramount for Innovative ETF
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Process Is Paramount for Innovative ETF

In an interview with the NYSE, PM Scott Weber explains the disciplined process behind the innovative Natixis Vaughan Nelson Select ETF (VNSE).

David Herro on Value Catalysts in Global Markets
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David Herro on Value Catalysts in Global Markets

Why rising interest rates and a prolonged global recovery should propel value stocks is explained by Harris Associates PM David Herro.

Does Xi Hold the Key to Emerging Markets? Does Xi Hold the Key to Emerging Markets?

Shorter-term volatility and longer-term structural growth tailwinds for the emerging world as it emerges from the pandemic are explained.

  • October 6, 2021
Looking to Use Volatility as Opportunity
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Looking to Use Volatility as Opportunity

The Loomis Sayles global equity team speaks about how its approach to value creation is designed for all market conditions.

Alpha Thesis Behind Loomis Sayles' Growth Equity Strategies Alpha Thesis Behind Loomis Sayles' Growth Equity Strategies

A deeply held system of persistent beliefs, a rigorous investment process, and proof points of Loomis Sayles' Growth Equity alpha thesis are explained.

Investment Trends in Advisor Portfolios – Midyear 2021 Investment Trends in Advisor Portfolios – Midyear 2021

Emerging trends this quarter include higher equity allocations, moves to hedge against inflation and growing interest in model portfolios.

Where’s the Value in This Phase of the Recovery?
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Where’s the Value in This Phase of the Recovery?

International small and midsized companies may be offering the most attractive value today, explains Vaughan Nelson Investment Management’s Chris Wallis.

Institutional Investment Trends Midyear 2021 Institutional Investment Trends Midyear 2021

In a strong equity market, institutions are rebalancing into fixed income and looking for opportunities to outsource certain investment management functions.

7 International Investing Insights from David Herro 7 International Investing Insights from David Herro

Recovery, European financials, fintech, and China regulatory crackdown are among the topics covered by CIO-International Equities at Harris Associates.

From the Consultant’s Desk: What’s happening under the surface?
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From the Consultant’s Desk: What’s happening under the surface?

Consultants discuss how the growing divergence in the equity market has affected portfolio allocations – and highlight sectors advisors may have missed.

David Herro on Active Management’s Value to Investors
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David Herro on Active Management’s Value to Investors

An active manager’s role in portfolios today and how passive investing is the opposite of Harris Associates’ buy low, sell dear philosophy is explained.

Bottoms Up: Finding Sustainable Growth in a Global Value Chain
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Bottoms Up: Finding Sustainable Growth in a Global Value Chain

Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.

  • June 17, 2021
Emerging Markets: Old Myths and New Realities
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Emerging Markets: Old Myths and New Realities

New dynamics, trade, inflation, risks, and opportunities in emerging markets are explored by WCM Portfolio Manager Mike Tian and Barron’s editor Reshma Kapadia.

Roaring 20s or Economic Slowdown Ahead?
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Roaring 20s or Economic Slowdown Ahead?

Sustainability of economic and market growth as the US and world reopen and big infrastructure plans are discussed by Vaughan Nelson’s Chris Wallis.

Vaughan Nelson Select: Why, How, What
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Vaughan Nelson Select: Why, How, What

Equity Analyst Adam Rich talks about how Vaughan Nelson Select takes a concentrated, active approach to equity opportunities.

  • May 14, 2021
Pricing ETFs: How Premium/Discount is Calculated Pricing ETFs: How Premium/Discount is Calculated

When considering ETFs, know how premium/discount is calculated — and look at other factors

5 Investment Trends in US Advisor Portfolios – Spring 2021 5 Investment Trends in US Advisor Portfolios – Spring 2021

Recent trends show increasing growth style bias, higher emerging market allocations and focus on quality fixed income holdings in moderate portfolios.

Five Institutional Investment Trends to Watch Five Institutional Investment Trends to Watch

Recent trends include cash deployment, sustainable investment screening, and muni debt issuance by colleges and universities.

Institutional Investment Trends During the Covid Market
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Institutional Investment Trends During the Covid Market

Six institutional asset allocation and investment trends derived from data analyzed by Natixis Investment Managers Solutions consultants.

Finding Value Opportunities in the Pandemic Economy
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Finding Value Opportunities in the Pandemic Economy

David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.

Asset Allocation Trends During the COVID Market
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Asset Allocation Trends During the COVID Market

Key trends derived from in-depth analysis of model portfolios by Natixis Investment Managers Solutions consultants.